Insurance Broker Blog

Do Insurance Brokers get a 1099? And Other Tax Tips

If you are an insurance broker preparing for tax season, you may be unsure where to start. It can be daunting for the average person, let alone for someone with a small business. ...
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Selling Dental Insurance vs Medical: How to do Both!

There are separations betweendental and medical care. For example, many people will go in for a doctor’s visit before they go to the dentist due to fear of pain or cost (or both). ...
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How to Sell Dental Insurance and Close More Deals

More people are understanding the connection between oral health and overall health. Poor oral health and lack of oral care can lead to cancer, diabetes, and heart disease. In ...
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Understanding the Healthcare Exchange and How to Sell to Groups

The federal health insurance marketplace presents untapped sales opportunities when it comes to employee groups. Insurance brokers can reach a new set of prospective clients by ...
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Five Ways to Successfully Connect with Potential Clients Virtually

You have the power to leave a lasting impression with online meetings versus in-person
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Brokers: Here’s How to Start a Workplace Wellness Program

Wellness programs in the workplace can strengthen relationships
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4 Steps: Teach Clients How to Choose a Dental Insurance Plan

Understanding your clients’ needs can be complicated. People are more empowered than ever to do their own research and may be less trusting than they used to be. Clients can make ...
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How Broker Education Can Help You Save at Tax Time

Tax season is here! That means insurance brokers like you are looking over deductions and pulling receipts. You might also be sitting down with a Certified Public Accountant (CPA).
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